401(k) · DOL Form 5500 · 2023

Harvey Alpert & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
17
Participants Small participant base
53rd
Percentile by assets National rank
$460,283
Avg per participant High balance/head
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Official DOL plan name: Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Harvey Alpert & Company, Inc. · California · Manufacturing

$8M in assets, 17 participants

Harvey Alpert & Company, Inc.'s Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,173 in Manufacturing (18,722 peers)

Harvey Alpert & Company, Inc. multi-year trail

Harvey Alpert & Company, Inc.'s plans moved +39.8% in assets from 2022 to 2024; this filing shows Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan at $8M / 17 participants.

#7,173
in Manufacturing (18,722 peers)
+26.0%
assets growth YoY

Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,824,818 Top 47% higher than 53% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan reported net income rose from -$963K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953387314 · Harvey Alpert & Company, Inc. PY 2023 · 401(k)

Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan · $8M · 17 · 53rd

  • PART $8M
  • TYPE 17
  • NET 53rd
  • BOOK 401(k)
  • VS-ST near Toledo Tool & Die Co., Inc. 401(k) Profit Sharing Plan & Trust
  • BOY ind #7173

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in California →

Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Meridian Waste Acquisitions, LLC 401(k) PlanMeridian Waste Acquisitions,…$8MHarvey Alpert & Company, Inc. 401(k) Profit Sharing PlanHarvey Alpert & Company, Inc…$8MToledo Tool & Die Co., Inc. 401(k) Profit Sharing Plan & TrustToledo Tool & Die Co., Inc. …$8MNortheastern Envelope Company, Employees' Profit Sharing TrustNortheastern Envelope Compan…$8MAlma Plantation Profit Sharing 401(k) PlanAlma Plantation Profit Shari…$8M
End-of-year total assets ($M) among Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Harvey Alpert & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Harvey Alpert & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 39.81255789051084% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.21M $8.69M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 17 $6M
2023 1 17 $8M
2024 1 18 $9M

Harvey Alpert & Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN953387314
Plan Effective Date1981-06-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.007824818 · Participants: 17Harvey Alpert & Company, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Toledo Tool & Die Co., Inc. 401(k) Profit Sharing Plan & Trust in OH ($8M); by covered participants it is Cjp Encore, Inc. 401(k) Profit Sharing Plan in TX (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan grew sharply - up 26.0% during 2023, from $6M to $8M. Reported net income was $2M.
How have Harvey Alpert & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harvey Alpert & Company, Inc.'s sponsor-wide assets grew 39.8%, from $6M to $9M.
Which 401(k) plans are similar in size to Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Toledo Tool & Die Co., Inc. 401(k) Profit Sharing Plan & Trust in OH ($8M, 401 participants).
Which 401(k) plans cover a similar participant headcount to Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cjp Encore, Inc. 401(k) Profit Sharing Plan in TX (17 participants, $48K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953387314.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.